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Table of Contents
Whats New in V2016-R2 .......................................................................................................... 3
Installing ..................................................................................................................................... 5
Switching Between Products ...................................................................................................... 5
Using Your Existing Models ...................................................................................................... 7
Using the Ribbon and Task Pane ................................................................................................ 7
Building Your First Optimization Model ................................................................................. 13
Building Your First Simulation Model ..................................................................................... 13
In our V10.x (2010) releases, we included faster algorithms, 64-bit versions, and new
Windows HPC Server cluster computing capabilities.
In our V11.x (2011) releases, we introduced tabu and scatter search methods in the
Evolutionary Solver, Guided Mode in Premium Solver Pro, and the Distribution Wizard and
Constraint Wizard.
In our V12.0 (2012) release, we included Excel 2013 support, GPU support in the
Evolutionary Solver, new stochastic decomposition, and solving online with Solver Server.
In V12.5 (2013) release, we introduced Analytic Solver Platform with data mining
capabilities, new data visualization features for both data mining and Monte Carlo results,
improved Guided Mode, and Support Live Chat integrated into Excel.
In our V2014-R2 release, Analytic Solver Platform included a completely re-engineered, far
more powerful data mining and forecasting capability named XLMiner Platform. New data
mining algorithms are up to 100 times faster, constantly exploit multiple processor cores, and
offer greater accuracy and numeric stability. Results appear almost instantly as new Excel
worksheets. With this release, we believe XLMiner Platform is a serious competitor for far
more expensive enterprise data mining software.
V2015 Release
Our V2015 release introduced a wide range of new features, including powerful text mining and
ensemble methods for classification and prediction in XLMiner Platform; feature selection,
partitioning on-the-fly, ROC/RROC curves, enhanced linear and logistic regression, and more
in XLMiner Pro and Platform; extensive chart enhancements, distribution fitting, and new Six
Sigma functions in Risk Solver Pro and Platform; and support for publishing optimization and
simulation models to Excel Online and Google Sheets. This publishing feature was further
extended to handle large-scale models in our V2015-R2 release (see below).
V2015-R2 Release
Our V2015-R2 release makes it easy to share results in the cloud: You can transfer optimization,
simulation, or data mining results into your Microsoft Power BI online account, visualize those
results with just a few clicks, and share them with others. Similarly, you can export optimization,
simulation or data mining results into Tableau Data Extract (*.tde) files that can be opened in
Tableau, the popular interactive data visualization software. V2015-R2 also links your Excel
workbook with Big Data: You can easily obtain sampled and summarized results drawn from
the largest datasets, stored across many hard disks, in compute clusters running Apache Spark.
V2016 Release
Our V2016 release dramatically speeds the process of moving from an analytic Excel model to
a deployed application, available to others. With the new Create App feature, which translates
your Excel optimization or simulation model into Frontlines new RASON modeling language,
you can create an application that can run in a web browser, or a mobile app for phones or
tablets with just two mouse clicks! Your app solves problems via our RASON server, running
24x7 on Microsoft Azure, using its REST API. You can modify and enhance your RASON
model, using either the IDE (Interactive Development Environment) included with our V2016
release, or our Web-based IDE at https://rason.com access either one via the Create App menu.
Other enhancements in V2016 include a Task Pane navigator for data mining in XLMiner Pro
and Platform, that matches our forthcoming XLMiner for the Web, and a greatly enhanced
Evolutionary Solver in Premium Pro and Platform, and Risk Solver Pro and Platform. A
completely new local search algorithm called SQP-GS (Sequential Quadratic Programming with
Gradient Sampling), and new Feasibility Pump methods for both continuous and integer
variables help the Evolutionary Solver find better solutions, faster than ever.
V2016-R2 Release
Our V2016-R2 release includes significant enhancements in both optimization and
simulation/risk analysis. Now simulation models can use compound distributions, with either a
constant or a discrete distribution as the frequency element, and correlation using copulas
(Gaussian, Student and Archimedean forms), as well as rank-order correlation, to generate
samples for multiple uncertain variables. Simulation users should also see the easy-to-use time
series simulation features using the Excel 2016 Forecast Functions, described under Time
Series Simulation in the chapter Getting Results: Simulation.
In optimization, the Evolutionary Solver is further enhanced with new GA methods for integer
variables, often yielding much better integer solutions than previous releases in a given amount
of time. And users of Dimensional Modeling will see major improvements in speed and
memory use, thanks to new support for sparse cubes. Export of analytic model results to
Tableau, the popular data visualization software, is more convenient than ever in V2016-R2 with
support for the Tableau Web Data Connector introduced in Tableau 9.1.
Installing
Installing the Software
Run the SolverSetup.exe program (or SolverSetup64.exe if you are installing the 64-bit version
of our products) to install the software whether you are using Analytic Solver Platform or any
of its subsets, such as Risk Solver Platform, Premium Solver Platform, Analytic Solver Pro,
Premium Solver Pro or Risk Solver Pro. The User Guide chapter Installation and Add-Ins
covers installation step-by-step, and explains how to activate and deactivate the Analytic Solver
Platform Excel add-in.
4. You will see a dialog box pop-up, with a check box for each product you can choose.
You can always change the selection later during your trial to try a different product.
5. Once you choose which product you wish to try, youll see the Ribbon change to reflect
the product that you are now using.
Combining Risk Solver Pro and Premium Solver Pro
In the change product screen shot above you will notice the Risk/Premium Solver Pro
option. This enables both products to be active at once. With this option selected, in one
integrated interface, youll get the Monte Carlo Simulation and Decision Trees
capabilities of Risk Solver Pro, the Conventional Optimization power of Premium Solver
Pro plus industry leading Simulation Optimization capabilities enabled by combining the
two - more features and power for less than the price of competing alternatives.
The small downward pointing arrow below each of the buttons indicates that you can open a
dropdown gallery of options (shown on the next page) related to that button. For example,
clicking on the downward arrow for Distributions opens a list of options for different types of
probability distributions built into Analytic Solver Platform:
Clicking the Parameters button allows you designate a cell as a parameter to be varied
across multiple optimization or simulation runs, or designate a cell range as input data for
runtime use. You can even find candidate cells for parameters automatically, displaying
a tornado chart that shows which cells have the greatest impact on your model results.
The Solve Action group of buttons relate to solving your optimization or simulation
model:
o Clicking the Simulate button turns on Interactive Simulation, and lights up the
bulb; clicking it again turns off Interactive Simulation and the bulb. The downarrow allows you to run a single simulation at a time.
o Clicking the Optimize button runs an optimization, while clicking the downarrow gives you a list of choices for how to solve the model. You can use the
Analyze Without Solving option to find out what type of model (linear, nonlinear,
etc.) youve defined, and what Solver Engine can be used to solve it.
o New in Analytic Solver Platform V2016, clicking the Create App button drops
down a menu with a list of choices that automatically convert your existing
optimization, simulation or simulation optimization model into a model written in
the new RASON Modeling Language. The converted model can be solved using
either the RASON Desk IDE, the Web IDE on RASON.com or from within a
customized Web application. Select RASON IDE or RASON.com to
automatically open either the RASON Desk IDE or RASON Web IDE containing
your model written in the RASON modeling language. Select Web Page to
create a web application that will solve your model, which has been converted to
a RASON model, by calling the RASON Interpreter from within a customized
web app. This feature reduces months of development work to a single button
click!
The Tools group of buttons is covered more fully in the User Guide: They allow you to
set up decision trees, create probability distributions that fit historical data, see the results
of specific simulations or optimization, manage results and publish an optimization or
simulation model to the new Excel Online Solver app or Google Sheets Solver add-on.
Clicking the Options button displays a dialog of options for controlling the optimization
and simulation processes as well as for formatting charts and graphs.
Clicking the Help button displays online Help. The arrow allows you to open examples
or an online tutorial, access the User and Reference Guides, check your version and
license status, or enter a license code.
Each of these GUI functions is described more in depth in the User Guide chapter Using the
Ribbon and the Task Pane.
Alternatively, if youve used the basic Excel Solver we developed for Microsoft, youll find the
Add-Ins tab contains a Premium Solver button which displays a Solver Parameters dialog
very similar to the one youve used before. Changes you make to a model here are reflected in
the Task Pane, and vice versa.
You can easily switch between the Solver Parameters dialog, and the Ribbon and Task Pane as
often as you wish, without having to restart Excel or close and re-open any open workbooks.
As you can see, the Task Pane Model tab and the Solver Parameters dialog contain the same
information. But where the basic Excel Solver Parameters dialog is modal (moving the mouse
outside the dialog displays a wait cursor you must close the dialog to do anything else), the
Task Pane is modeless: You can move the mouse outside the pane, edit formulas on the
worksheet, or use other commands.
The Task Pane is initially docked to the right side of the Excel window, but you can select its
title bar with your mouse, drag it to another position, and resize it, as shown on the next page.
To re-dock the Task Pane, select its title bar with the mouse, drag to a position just beyond the
right edge of the Excel window, then release the mouse.
Use the Model tab to view your model in outline form, and optionally edit model elements inplace. Use the Platform tab to view or change Platform options, such as the number of
optimizations or simulations to run, or default bounds on decision variables or uncertain
variables. Use the Engine tab to select a Solver Engine and view or change its options. Use the
Output tab to view a log of solution messages, or a chart of the objective values.
Solve model
Refresh model
Use the buttons at the top of the Output tab to pause or stop the Solver, restore the original
values of the decision variables, copy the solution message log to the Windows Clipboard (so
you can paste it into another application), erase the solution log, export the Solver results to
Microsoft's Power BI or Tableau, analyze or solve the model.
Copy to Clipboard
Erase Solution
Log
Pause Solver
Restore Variables
Analyze Model
Export
Results to
Power BI
Export
Results to
Tableau
Solve Model
Use the Model button to display the Model Task Pane. From the Model pane, you can easily
navigate between worksheets containing datasets, from within the Data folder, and XLMiner
results from within the Reports and Transformations folders.
Use the Get Data button to draw a random sample of data, or summarize data from a (i) an Excel
worksheet, (ii) the PowerPivot spreadsheet data model which can hold 10 to 100 million rows
of data in Excel, (iii) an external SQL database such as Oracle, DB2 or SQL Server, or (iv) a
dataset with up to billions of rows, stored across many hard disks in an external compute cluster
running Apache Spark (https://spark.apache.org/), using the newly added Big Data feature.
You can use the Data Analysis group of buttons to explore your data, both visually and through
methods like cluster analysis, and transform your data with methods like Principal Components,
Missing Value imputation, Binning continuous data, and Transforming categorical data. Text
Miner, XLMiner's text mining feature, analyzes a collection of text documents, extracts their
meanings, and calculates any patterns or trends that might appear in the collection. The Feature
Selection tool, under Explore, gives insights on which variables are the most important or
relevant, and will provide the most information when included in a classification or production
model.
Use the Time Series group of buttons for time series forecasting, using both Exponential
Smoothing (including Holt-Winters) and ARIMA (Auto-Regressive Integrated Moving Average)
models, the two most popular time series forecasting methods from classical statistics. These
methods forecast a single data series forward in time.
The Data Mining group of buttons give you access to a broad range of methods for prediction,
classification, and affinity analysis, from both classical statistics and data mining. These
methods use multiple input variables to predict an outcome variable, or classify the outcome into
one of several categories.
Use the Predict button to build prediction models using Multiple Linear Regression (with
variable subset selection and diagnostics), k-Nearest Neighbors, Regression Trees, and
Neural Networks.
Use the Classify button to build classification models with Discriminant Analysis, Logistic
Regression, k-Nearest Neighbors, Classification Trees, Nave Bayes, and Neural Networks.
Use the Associate button to perform affinity analysis (what goes with what or market
basket analysis) using Association Rules.
If forecasting and data mining are new for you, dont worry you can learn a lot about them by
consulting our extensive in-product Help. Click Help Help Text on the XLMiner tab, or click
Help Help Text Forecasting/Data Mining on the Analytic Solver Platform tab (these open the
same Help file).
If youd like to learn more and get started as a data scientist, consult the excellent book Data
Mining for Business Intelligence, which was written by the XLMiner designers and early academic
users. Youll be able to run all the XLMiner examples and exercises in Analytic Solver Platform.
In addition, the Solver Engine Option Reference chapter of the Reference Guide includes details
for each Solver Engine bundled in Analytic Solver Platform, Risk Solver Platform, Premium
Solver Platform, Analytic Solver Pro, and Premium Solver Pro. It also briefly describes how
these options may be examined or set using VBA, or in another programming language using
Frontlines Solver SDK Platform.
large-scale Solver Engines. The new Solver Engine(s) will appear in the dropdown engine list
shown at the top of the Task Pane Engine tab.
Getting Help
Installation Help
Should you run into any problems downloading or installing any of our products, were happy to
help. Call us at 775-831-0300, start a Live Chat on any page of www.solver.com, or email us at
support@solver.com.
Accessing Resources
By going to Help Welcome Screen you can easily access a range of support and training
resources.
As with other buttons on the Ribbon, clicking the first menu choice has the same effect as
clicking the main button: It opens the online Help viewer.
Click the License Code choice to display the dialog shown below, which allows you to enter a
new license code, or an Activation Code for automatic license activation over the Internet. You
can use this when you purchase a permanent license to enable all features of Analytic Solver
Platform, Risk Solver Platform, Premium Solver Platform, or any other subset product.
You use either the upper part or the lower part of this dialog. If you have an Activation Code,
copy and paste it into the upper edit box, and click OK to automatically obtain your full license
code. Otherwise, contact us at info@solver.com or by phone at 775-831-0300 and give us the
Lock Code displayed in the license code dialog. Well respond with a License Code, typically
by email, that you can copy and paste into the lower edit box in this dialog. Then click OK to
save the license code it will take effect immediately.
Click the Examples menu choice to open a workbook with a range of optimization, simulation,
and decision tree examples. Opening and working with these examples is a great way to learn
more about Analytic Solver Platform and both optimization and simulation modeling techniques
and approaches.
Click the Operating Mode menu choice to switch between Guided Mode, Auto-Help Mode and
Expert Mode. We highly recommend starting out with Guided Mode, and leaving Auto-Help
Mode on all the time.
Click the Support Mode menu choice to switch between Active Support, Standard Support and
Basic Support. We highly recommend Active Support for most users.
Click Support Live Chat to connect to Frontline Systems technical support, from right inside
Excel. Read more about this below under Technical Support.
Click the Online Aids menu choice to open a Web browser to the right point on Frontlines
Website www.solver.com:
Online Aids Support Online: Here youll find the latest news, hints, frequently asked
questions and more example workbooks that you can download.
Online Aids Video Demos Online: Youll find a range of useful video overviews
from building your first model to an overview of key optimization and simulation
concepts.
Online Aids Tutorial Online: Read our optimization and simulation tutorials. This is
another great way to get started with Analytic Solver Platform whether you are focused
on optimization, simulation, or both.
Click the About Analytic Solver Platform menu choice to display copyright and trademark
information, and Frontline Systems contact information.
In addition, in Analytic Solver Platform 2016 you can get quick online Help for each Solver
result message and error message in the Output pane, each Platform option and Solver Engine
option, and each element of your simulation model and optimization model. See the User Guide
chapter Using Help, Licensing and Product Subsets for details.
Technical Support
If you run into any issues with the product itself were here to help. When youre using the
software, the best way to get help is to choose Support Live Chat from the Help menu. This
will start a Live Chat during our business hours (or send us a message at other hours), just as if
you were to start a Live Chat on www.solver.com, but it saves you and our tech support rep a lot
of time because the software reports your latest error message, model diagnosis, license issue
or other problem, without you having to type anything or explain verbally whats happened.
You can also call us at 775-831-0300, or email us at support@solver.com.